The Daniel Investment Group

The Daniel Investment Group, led by Glen, offers a unique and comprehensive approach to financial management for a select group of individuals and their families. Our focus is on helping clients achieve their personal financial goals, minimize taxes, and preserve capital. With over 20 years of experience in tax, estate and succession planning, and portfolio management, we have the expertise to provide customized solutions tailored to our clients' specific needs.

As a strong advocate for innovation, we work closely with business owners, accountants, and lawyers to provide cost-saving strategies that strengthen the balance sheet. In addition, we offer a CRA-compliant investment vehicle for corporations HOLDCOs, that can ultimately be extracted as a tax-free dividend in the client's lifetime.

At The Daniel Investment Group, we take a disciplined and proactive approach to financial planning, ensuring that our clients are prepared for any financial milestone they may face in the future. We're committed to providing exceptional service and personalized attention to each and every one of our clients.

Maureen received her bachelor’s degree in finance from Western University after coming to Canada as a Chinese international student for university. She has worked in the Canadian financial services industry as an Investment Specialist since 2014 for several major large financial institutions. Her education and work background in finance have equipped her with analytical skills, financial acumen, and a strategic mindset. She always had a desire to assist clients in financial planning and investments and joined the team in 2023 as a Wealth Advisor.

Maureen has a unique perspective from her upbringing in China and her education in Canada. She provides her clients with the best of both worlds and gives her clients peace of mind with her personal experiences and expertise. She is fluent in Mandarin and English.

In her free time, she enjoys watching mystery shows, spending time with family and friends, and trying out new restaurants.

Becky is an integral part of the Daniel Investment Group team as an Associate. She works closely with high net worth individuals and families to provide tailored advice and solutions that help them make intelligent decisions that enhance their lives, work, families and future.

Becky has over two years of experience in the investment industry and has a wealth of client service experience.

Becky is originally from Beijing, China and is fluent in Mandarin. She holds a Master's degree with a major in finance and has completed the CSC, CPH, and DFOL designations.

In her free time, Becky enjoys traveling, reading, and baking. She is also a animal lover and has two beloved little poodles.